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Beacon Financial Strategies’s Meta Platforms (Facebook) META Stock Holding History

Beacon Financial Strategies’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76.6K Hold
136
– – 0.04% 79
2026
Q1 		$77.8K Sell
136
-3
-2% -$1.92K 0.04% 61
2025
Q4 		$91.8K Buy
+139
New +$92.8K 0.05% 57
2021
Q4 		– Sell
-597
Closed -$202K – 35
2021
Q3 		$202K Hold
597
– – 0.18% 34
2021
Q2 		$207K Buy
+597
New +$192K 0.18% 32

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Beacon Financial Strategies's META Position: Q2 2026 in Review

Beacon Financial Strategies held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 136 shares worth $76.6K. The position accounts for 0.04% of the portfolio, ranked #79.

Beacon Financial Strategies first reported a position in META in Q2 2021 and has held it in 5 quarters since. The position peaked at $207K in Q2 2021. 816 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Beacon Financial Strategies held 136 shares of Meta Platforms (Facebook) worth $76.6K as of Q2 2026.
  • Beacon Financial Strategies left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.04% of Beacon Financial Strategies's portfolio in Q2 2026, its #79 holding.
  • Beacon Financial Strategies first reported a position in Meta Platforms (Facebook) in Q2 2021 and has held it in 5 quarters since.
  • Beacon Financial Strategies's Meta Platforms (Facebook) position peaked at $207K in Q2 2021.
  • 816 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.